Preferred Service Partners
One partner per category. Appointed, not advertised.
Puregroup appoints a single Preferred Service Partner in each category that our members, listed providers and investors rely on. The appointed partner becomes the default referral route across the network.
Categories
Where a partner appointment is available.
Flagship category
Payments and FX
Cross-border settlement, currency conversion, treasury and collection rails for investor and provider flows.
Legal and Regulatory
Fund structuring, offering documents and licensing counsel.
Banking and Custody
Account opening, custody and escrow arrangements.
Compliance and Onboarding
KYC, AML, screening and verification support.
Audit, Tax and Reporting
Assurance, tax structuring and investor reporting.
Corporate Services
Company formation, licensing and administration.
Insurance and Protection
Professional indemnity, D&O and asset protection.
Lifestyle and Concierge
Travel, hospitality and member experience delivery.
What the appointment gives you
Exclusive position, structured distribution.
US$9,999 per year, per appointed category.
- Category exclusivity as the named Preferred Partner
- Presence across the platform, mailshots and seminar programme
- Introductions to registered intermediaries and listed providers
- Speaking and hosting slots across the Roadshow calendar
- Recognition inside the member and provider onboarding journey
- A single, credible referral route rather than cold outreach
How we select
Four things we test before appointing.
Credibility
Regulated or professionally accredited where the category requires it.
Capability
Able to service cross-border clients across our four regions.
Service
Named contacts and agreed response standards for member referrals.
Fit
Comfortable operating inside a private, discreet network.
Take the category before someone else does.
Tell us which category you want and how you would service the network. We hold one appointment per category at a time.
Appointment is subject to Puregroup review and category availability. Nothing here constitutes an endorsement of any partner's regulated services.